Simplicity Wealth,Llc Dimensional ETF Tr Short Durat Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Simplicity Wealth,Llc holds 24,263 shares of DFSD stock, worth $1.15 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
24,263
Previous 24,985 2.89%
Holding current value
$1.15 Million
Previous $1.19 Million 4.61%
% of portfolio
0.25%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$46.75 - $47.8 $33,753 - $34,511
-722 Reduced 2.89%
24,263 $1.14 Million
Q3 2024

Oct 09, 2024
SELL
$47.0 - $47.84 $2,632 - $2,679
-56 Reduced 0.22%
24,985 $1.19 Million
Q2 2024

Jul 10, 2024
BUY
$46.64 - $47.15 $119,258 - $120,562
2,557 Added 11.37%
25,041 $1.18 Million
Q1 2024

Apr 24, 2024
BUY
$46.78 - $47.19 $1.05 Million - $1.06 Million
22,484 New
22,484 $1.06 Million

Others Institutions Holding DFSD

# of Institutions
328
Shares Held
65.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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